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Fomulas and automation
Hi Everyone. I have a rag status column on my Smartsheet which is determined by a formula, so as the task becomes due or overdue the rag status updates from green→amber→red. I'd like to receive a notification as tasks transition to amber/red. I created an automation, based on the change of rag status, but it only triggers…
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Can you re-trigger an approval workflow?
I have a couple different scenarios that I've run into. The first is that the end user is saying that the approval request isn't coming to them, so they can't approve anything. The second scenario is that the approval goes to a person that they wrongly identified and we need to re-route the approval to the appropriate…
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Merged: Automation Copy and apply to new sheet
This discussion has been merged.
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Copy row automation broke after ownership move
Hey! This automation was working fine - but now that I've ensured that as i look to leave the company we have better owners, i can't select this sheet. They're in 2 workspaces, which wasn't a problem before, it had been functional, and i'm still admin/owner level in both locations. I promoted the owner of the source sheet…
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Automation being triggered whenever anything in my row changes, not just the field I specified?
Hi there, I am having trouble with an automation workflow in Smartsheet, and I am not sure why it is happening. I had this same workflow set up on a different sheet (an older version of our database) and it worked just fine. I'm driving myself crazy trying to figure out why it's not working now. Basically the automation…
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Sequencing automations with no condition/trigger overlap - clearing top row after an automation
I'm hoping you can help! TL;DR in the weeds - I'm looking to use a change in the sheet to trigger an automation - but only act outside of the actual trigger TLD;DR big picture - I actually simply want to run two automations sequentially. As far as Smartsheet can tell they are entirely disconnected. (Their connection runs…
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Linking data from multiple sheets to one master sheet - then to a dashboard
Context: I have a team of people with their own individual smartsheet trackers that each contain identical columns. I want to have the rows on those individual trackers automatically populate/update in one master tracker where I can see everyone's data at once. I have already tried reports - this doesn't work for me. The…
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Send Smartsheet-Generated PDF Automatically to Email in Sheet, without a link to the sheet itself
Goal: Let any user in our city request a pre-filled application. Steps We Want: User fills out Smartsheet form Smartsheet automation merges form fields into PDF and attaches PDF to sheet row Smartsheet automation emails the generated PDF to the Applicant Applicant Prints and gets the document notarized Applicant emails it…
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Duplicate/triplicate email from one notification
Hello! I tried the standard duplicate the notification and delete the old one already (which fixed it for a few days) but it has not started sending multiple emails again. This is the message I received "Hey, our head of recruitment just told me that the recruiters are getting like 8-9 emails every time a new hire…
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Automation is moving all rows instead of only those that meet the condition
Hi All, I have automation set up to only move rows where the summary checkbox is checked*. I added summary 2 and 3 to run more tests since this isn't working correctly. No matter what column I choose for the condition (Summary, Summary 2, Summary 3), it's still moving all the rows. I have no clue what's happening here so…